Loan Document Specialist I. (FT Temporary - 6 Months)

Navigant Credit Union; Smithfield (RI); On-site; USD 50,000 - 65,000; Full time

Job summary

Navigant Credit Union is seeking a Loan Document Specialist in Smithfield, RI to process contract fundings in accordance with state and federal regulations and internal procedures. You will review documents, verify signatures, and resolve data discrepancies to ensure accurate loan closings.

The role emphasizes attention to detail, confidentiality, and professional communication with dealers, customers, and vendors while supporting monthly reporting and cross-departmental tasks.

Qualifications

• At least 6 months experience in administration, member/customer interaction, or a combination of both in a financial setting.
• Strong organizational, analytical and problem-solving abilities.
• Ability to handle confidential information with discretion.

Responsibilities

• Match incoming contract documents to approved applications and enter data into Velocity & DNA systems.
• Review approved applications and contracts to ensure all stipulations are met per policy.
• Verify signatures and correct data input errors or omissions.

Skills

Organizational skills

Analytical skills

Problem-solving

Communication skills

Education

High school diploma or equivalent (GED)

Tools

Microsoft Office

Internet

Job description

ABOUT THE ROLE:

The Loan Document Specialist is responsible for processing contract fundings in accordance with all state and federal regulations as well as Credit Union policies and procedures while maintaining the highest level of service to internal and external customers.

WHAT YOU WILL DO:

• Matches incoming contract documents to approved applications and enters data into the Velocity & DNA systems
• Reviews approved applications and contracts to ensure stipulations and conditions have been met and are in adherence to Credit Union policy
• Ensures appropriate signatures have been obtained and correct data input errors and omissions
• Analyzes various pay stubs and tax returns to determine satisfaction of income verification stipulations
• Interacts professionally with dealers, customers, and other vendors to obtain missing or invalid information and documentation; obtains and reviews documentation for accuracy and authenticity; carefully reviews all documents including book sheets, applications, and stipulations for potential fraud; communicates suspected fraud and or discrepancies to Management; and obtains employment and insurance verifications
• Provides assistance to internal and external customers regarding loan documentation and processing; generates customer correspondence relating to the initiation of the loan in accordance with Credit Union guidelines; responds to dealer problems and inquiries and answers department telephone calls and routes them accordingly.
• Completes assigned monthly reports in a timely and accurate manner.
• Provides assistance to other departments in the Credit Union when necessary.
• May include other duties as assigned by Management.

QUALIFICATIONS:

Education

High school diploma or equivalent (GED) education required.

Experience/Skills/Knowledge:

1. A minimum of six months previous experience in administration, members/customers/people interaction, or a combination of both preferably in a credit union or financial institution.
2. Excellent organizational, analytical and problem-solving skills.
3. Ability to handle multiple projects/priorities simultaneously with an effective outcome.
4. Ability to deal with highly confidential information. Must possess strong service orientation skills.
5. Excellent verbal, written, telephone and interpersonal communication skills.
6. PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet.
7. Ability to function in a commercial office environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Ability to lift occasionally a minimum of 25lbs. e.g. file boxes

ABOUT US:

Navigant Credit Union puts people first. Since 1915, we've helped Rhode Islanders build stronger financial futures-and today with $4 billion in assets, we're the state's largest credit union and one of New England's most trusted.

Our award-winning culture-recognized as Rhode Island's Best Place to Work-is rooted in our Core Values: Leadership, Unity, Caring, Integrity. They guide how we serve members and how we support each other.

We invest in our team with standout growth opportunities and a best-in-class benefits package, including comprehensive health coverage, a generous 401(k) match, tuition reimbursement, competitive pay, and paid volunteer days.

If you're looking for meaningful work and a mission-driven team, explore our open roles and grow with us.